Financial Planning

Financial Planning

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There are many ways within the current tax code to protect and preserve wealth for future generations and individuals who have established goals for themselves.

Many high income clients have estates and establish trusts to handle the disposition of their wealth in the present and the future. Through comprehensive financial planning, we assist our clients in planning for the future to enhance their financial security. We assist in developing business continuation plans to determine how to transfer business interests at death, disability, or retirement. We are also available to assist in key man benefit packages, and in developing investment portfolio models. We believe that a professional accountant is an invaluable resource in the financial and estate planning process.

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Through comprehensive financial planning, we assist our clients in planning for the future to enhance their financial security. We assist in developing business continuation plans to determine how to transfer business interests at death, disability, or retirement. We are also available to assist in key man benefit packages, and in developing investment portfolio models. We believe that a professional accountant is an invaluable resource in the financial and estate planning process.

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Many high income clients have estates and establish trusts to handle the disposition of their wealth in the present and the future. There are many ways within the current tax code to protect and preserve wealth for future generations and individual goal

The Forde Firm offers family office services to our clients. We use a multidisciplinary approach to achieving your life vision quickly.

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